All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)
Tue 2011-05-10? to Thu 2025-05-01 |
YTD
Return |
TR
Price |
||||
---|---|---|---|---|---|---|
SCHX × |
−4.55%
2025-05-01 |
8.917 TR
2025-05-01 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
VOO × |
−4.39%
2025-05-01 |
6.665 TR
2025-05-01 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
FXAIX × |
−4.36%
2025-05-01 |
5.314 TR
2025-05-01 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Thu 2025-05-01 |
Overall
Return |
Exponential
Trendline |
||||
---|---|---|---|---|---|---|
SCHX × |
+546.67%
+14.29%/yr |
+15.06%/yr
(R2=0.980) |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
VOO × |
+435.52%
+12.76%/yr |
+13.45%/yr
(R2=0.979) |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
FXAIX × |
+431.42%
+12.69%/yr |
+13.33%/yr
(R2=0.978) |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Tue 2011-05-10? to Thu 2025-05-01 |
Start
Value |
End
Value |
||||
---|---|---|---|---|---|---|
SCHX × |
$10,000.00
2011-05-10 |
$64,667.43
2025-05-01 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
VOO × |
$10,000.00
2011-05-10 |
$53,551.55
2025-05-01 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
FXAIX × |
$10,000.00
2011-05-10 |
$53,142.13
2025-05-01 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||
Year | SCHX | VOO | FXAIX |
---|---|---|---|
2025 (YTD) | −4.55% | −4.39% | −4.36% |
2024 | +26.46% | +24.98% | +25.01% |
2023 | +29.81% | +26.32% | +26.29% |
2022 | −19.41% | −18.17% | −18.14% |
2021 | +27.66% | +28.79% | +28.71% |
2020 | +20.81% | +18.32% | +18.42% |
2019 | +34.82% | +31.37% | +31.33% |
2018 | −3.51% | −4.50% | −5.02% |
2017 | +23.11% | +21.77% | +21.60% |
2016 | +15.34% | +12.17% | +11.41% |
2015 | +3.05% | +1.33% | +1.11% |
2014 | +15.46% | +13.56% | +14.29% |
2013 | +34.77% | +32.39% | +32.39% |
2012 | +18.88% | +15.99% | +16.00% |
2011 | +3.41% | +1.90% | −5.95% |
2010 | +17.15% | +14.78% | — |
2009 | +7.34% | — | — |
Tue 2011-05-10? to Thu 2025-05-01 |
Current
Drawdown |
Worst
Drawdown |
||||
---|---|---|---|---|---|---|
SCHX × | −8.88% |
−34.33%
2020-03-23 |
||||
Schwab U.S. Large-Cap ETF Exchange-Traded Fund | ||||||
VOO × | −8.61% |
−33.99%
2020-03-23 |
||||
Vanguard S&P 500 ETF Exchange-Traded Fund | ||||||
FXAIX × | −8.59% |
−33.79%
2020-03-23 |
||||
Fidelity 500 Index Fund Mutual Fund | ||||||